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Okta
OKTA

Overview Fund Activity

630 hedge funds and large institutions have $10.8B invested in Okta in 2023 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 214 increasing their positions, 203 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
630
Holders Change
+52
Holders Change %
+9%
% of All Funds
10.08%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.42%
New
111
Increased
214
Reduced
203
Closed
50
Calls
$583M
Puts
$438M
Net Calls
+$146M
Net Calls Change
-$70M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$141M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$101M
3
JCAM
Jericho Capital Asset Management
New York
+$80.5M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$61.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$60.9M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
-$96.8M
2
Morgan Stanley
Morgan Stanley
New York
-$70.7M
3
Millennium Management
Millennium Management
New York
-$68.1M
4
First Trust Advisors
First Trust Advisors
Illinois
-$59.2M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$58.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
VI
426
Vestcor Inc
New Brunswick, Canada
$308K – – –
CC
427
Cipher Capital
New York
$303K -$474K -5,499 -61%
Mackenzie Financial
428
Mackenzie Financial
Ontario, Canada
$299K -$2.11M -24,512 -88%
Lazard Asset Management
429
Lazard Asset Management
New York
$297K +$99K +1,148 +50%
BFS
430
Bradley Foster & Sargent
Connecticut
$294K -$4.92K -57 -2%
RWI
431
Red Wave Investments
Pennsylvania
$294K – – –
GT
432
Greenleaf Trust
Michigan
$285K +$22.5K +261 +9%
EI
433
Ellevest Inc
New York
$283K +$20.5K +238 +8%
BCV
434
Banque Cantonale Vaudoise
Switzerland
$282K +$40K +464 +17%
MC
435
Machina Capital
France
$279K +$279K +3,240 New
LWM
436
Lyell Wealth Management
California
$278K -$37.5K -435 -12%
CIC
437
Carnegie Investment Counsel
Ohio
$277K -$1.38K -16 -0.5%
IWC
438
Integrated Wealth Concepts
Massachusetts
$277K +$277K +3,207 New
CL
439
Choreo LLC
Illinois
$276K +$276K +3,206 New
Robeco Institutional Asset Management
440
Robeco Institutional Asset Management
Netherlands
$270K – – –
DDC
441
DF Dent & Co
Maryland
$270K -$8.22M -95,273 -97%
TM
442
Tiger Management
New York
$267K +$267K +3,100 New
AWS
443
Atria Wealth Solutions
New York
$267K -$3.19K -37 -1%
SW
444
SteelPeak Wealth
California
$264K +$264K +3,060 New
Mercer Global Advisors
445
Mercer Global Advisors
Colorado
$262K +$8.09K +94 +3%
OWM
446
Opes Wealth Management
California
$260K – – –
AC
447
AWM Capital
Arizona
$259K – – –
SC
448
Sonen Capital
California
$259K – – –
Impax Asset Management Group
449
Impax Asset Management Group
United Kingdom
$256K +$1.64K +19 +0.6%
PAM
450
PVG Asset Management
Colorado
$254K +$254K +2,940 New
16 17
18
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